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Merissa Carpenter, CTFA, AEP®
Merissa is a senior vice president and senior trust officer for Arvest. In her role, Merissa focuses on management of personal trusts, charitable trusts, retirement and agency accounts, settlement of estates and estate planning. She joined Arvest in 1998 as a branch manager after earning her degree in business management from the University of Arkansas at Little Rock and returning to Northwest Arkansas to pursue a career and raise a family. In early 2000, she transitioned to Arvest Wealth Management as a client advisor in the investment division, and in 2004, Merissa assumed her current role. From 2008 to 2018, in addition to personal trusts and estate planning, she specialized in the administration of irrevocable life insurance trusts (ILIT’s). Merissa is a graduate of Cannon Trust School and holds the professional designations of Certified Trust and Fiduciary Advisor (CFTA) and Accredited Estate Planner® (AEP®).
Arvest Wealth Management
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